2 Jobs in MERIDIAN, MS
Yourcnb is Hiring a Portfolio Manager Near Meridian, MS
Reports to: Chief Trust & Investment Officer
Summary/ObjectiveThe Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to the Trust Buy List and performing quarterly portfolio reviews.
Primary Functions
- Manage approved list of securities: track performance and information concerning individual securities, recommend/make changes to trust security lists.
- Perform quarterly allocation and performance reviews for portfolios.
- Monitor performance and risk of “model”/ETF portfolios. Recommend changes to model portfolio allocations and security selection. Responsible for rebalancing models.
- Review investments and recommended changes for retirement plans; prepare review materials for plan sponsors.
- Manage investments for portfolios.
- Execute trading of securities for portfolios.
- Meet with clients and prospects to discuss investment choices and performance.
- Prepare material for annual client reviews and track client goals where applicable. Responsible for administrative reviews.
- Create/provide information for high-touch Wealth Management clients.
- Serve as administrator on trust accounts as assigned.
Supervisory ResponsibilityNone
Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus.
Position Type/Expected Hours of WorkThis is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Work outside of this schedule may be required as job duties demand.
TravelMinimal travel is expected for this position.
Required Education And Experience
- Bachelor's degree in Finance, Economics, or a related field.
- Strong verbal/written skills.
- Effective time management and organizational skills.
- Effective interpersonal skills.
- Proficient in Excel and Microsoft Word.
- Must be able to work alone or in a team environment.
- Ability to manage confidential information.
- Master's Degree
- Three or more years of related experience in the finance industry, with a focus on accounting, trust administration, investments and/or banking.
- Power Point skills.
- Professional certifications such as CFA or CFP.
Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Summary
Full Time
$82k-115k (estimate)
06/01/2024
08/11/2024
yourcnb.com
Meridian, MS
100 - 200
Related Companies
The job skills required for Portfolio Manager include Accounting, Economics, Trading, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.
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